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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

STONEBRIDGE ADVISORS LLC

Quarter ended Q2 2023 · Filed April 10, 2023 · Accession 0001172661-23-001640

Total Value
$433.4M
Positions
4
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (4)

#IssuerTicker / CUSIPSharesValue% of Filing
1WELLS FARGO CO NEW949746804181,809$213.9M49.34%
2BANK AMERICA CORP060505682127,309$148.7M34.30%
3INVESCO EXCH TRADED FD TR IIIVZ5,278,814$60.6M13.98%
4FIRST TR EXCH TRADED FD III33739E108643,293$10.3M2.37%